Choose and manage doctors


Market: Family healthcare managers

Scenario: A 42-year-old family healthcare manager needs to select and manage a new doctor. She compares qualifications, schedules appointments, prepares for visits, manages follow-up care, and ultimately decides whether to stay with or switch providers.

Average Difficulty: 24% (7%-45% Range).

23 Outcomes (From 7% to 45% Difficulty)

Research Insights

Those caring for their families’ medical needs frequently struggle with recognizing health issues quickly, managing insurance and scheduling complexities, and securing clear doctor communication. They value easier credential verification, simpler appointment booking, and transparent coverage details. Consistent follow-up, along with supportive tools when deciding to remain with or switch providers, remains critical.

Job Steps

1. Recognize the Need for a Doctor

2. Search for Options

3. Check Qualifications and Fit

4. Decide and Schedule

5. Prepare for the Visit

6. Attend and Assess the Visit

7. Manage Ongoing Care

8. Decide to Stay or Switch

Themes Identified

  • Streamlining the Process: Faster recognition of health concerns, reduced paperwork, and simplified scheduling.
  • Improving Clarity and Communication: Clear insurance details, structured visit guidance, and consistent communication.
  • Ongoing Support and Decision-Making: Enhanced follow-up instructions and helpful tools for deciding to stay or switch doctors.

Recommendations

  • Implement a single online dashboard for scheduling, paperwork, and medical records.
  • Provide transparent, simple insurance coverage explanations alongside provider listings.
  • Offer virtual or quick “meet the doctor” sessions to assess communication style and fit.
  • Supply automated checklists and reminders before visits.
  • Create structured follow-up channels (online chats or calls) for post-visit questions.

Cautions

  • Avoid overcomplicating appointment scheduling with too many steps.
  • Do not bury insurance details; hard-to-find coverage info frustrates patients.
  • Steer clear of generic, one-size-fits-all visit reminders or instructions.
  • Refrain from limiting appointment slots for new patients.
  • Do not neglect post-visit support or quick follow-up access.

Outcomes

The difficulty percent below are the percent of the market that finds each outcome difficult to achieve.

Difficulty Outcome
45% Increase the availability of appointment slots
44% Increase the clarity of insurance coverage information during searches
35% Decrease the time it takes to gather medical records for the visit
34% Increase the ease of searching for doctor options online
30% Increase the consistency of doctor communication during appointments
30% Increase the amount of support for deciding to stay or switch doctors
28% Decrease the difficulty of making long-term care decisions
27% Decrease the number of choices when searching for doctors online
27% Increase the ease of deciding whether to stay with or switch doctors
25% Decrease the time it takes to recognize health issues
25% Increase the frequency of health condition reassessments
23% Decrease the difficulty of scheduling appointments with new doctors
22% Increase the quality of doctor's communication during the initial consultation
19% Increase the quality of follow-up care instructions
17% Decrease the time it takes to assess care during the visit
17% Increase the consistency of care during doctor visits
16% Decrease the time it takes to verify doctor credentials
16% Decrease the time it takes to receive follow-up care instructions
15% Increase the clarity of initial health condition assessments
15% Increase the amount of information provided for preparing for the doctor's visit
14% Increase the quality of care during doctor visits
11% Increase the ease of handling appointment paperwork
7% Increase the quality of instructions for preparing for the visit

Sean Gallivan's ridiculously simple signature. Seriously, it is just an X. Why would I put this online anyway? Do I have no fear?
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